IShares MSCI USA Value Factor ETF and iShares Edge MSCI USA Value Factor ETF’s deep-value tilt should be rewarded long-term, but investors can expect a bumpy ride.
iShares MSCI USA Value Factor ETF VLUE
Morningstar’s Analysis VLUE
Will VLUE outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the VLUE management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of VLUE’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 43.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Micron Technology Inc | 21.39 | 3B | Technology |
Cisco Systems Inc | 4.87 | 692M | Technology |
General Motors Co | 3.68 | 523M | Consumer Cyclical |
Verizon Communications Inc | 2.82 | 401M | Communication Services |
AT&T Inc | 2.41 | 342M | Communication Services |
Ford Motor Co | 2.13 | 303M | Consumer Cyclical |
Qualcomm Inc | 2.05 | 291M | Technology |
Bank of America Corp | 1.87 | 266M | Financial Services |
Comcast Corp Class A | 1.72 | 245M | Communication Services |
Pfizer Inc | 1.60 | 227M | Healthcare |
United States